Applying a check payment to stripe

Summary: Some clients like to pay by check and when Carol receives/deposits that check, she’ll post a copy of the check into Evernote.Note: If this is a check from MTVAC, no payment information will need to be applied to Stripe.

Note: each invoice is numbers, and the checks often reference those invoice numbers: 

this is helpful for cross-referencing the checks in Evernote.

Step one – Client site:

1. Go to the client site, Clients page
2. Find the client that sent us a check and click on the Stripe icon on the right side

Step two – Stripe:

1. Once Stripe pops up with the correct client, scroll down to the “Invoices” section and select the correct invoice.
2. Click on the three dots to expand options
3. Select “Change invoice status”

4. Click the radio button next to “Paid

5.In the “Add internal note” box, enter the check # and the date on the check.

6. Click “Update status”

7. Scroll down to “Metadata” > click “edit” button on right of screen

8. In the first box, type: “Check #”. In the second box, type the check number. 

9. Click “Save”.

Tags Finances, Processes